Creating and deleting plans

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A plan contains your issues, teams, and releases, and allows you to calculate the schedule of your projects. You can create any number of plans, which can be accessed by different users and groups.

はじめる前に

There are loading limits to take note of when using plans in Portfolio for JIRA. Loading limits essentially restrict the number of issues that can be loaded into a plan.

Loading limits prevent the schedule of a plan from becoming too large for Portfolio for JIRA to calculate. If a plan becomes too large, this can cause your JIRA instance to time out. To prevent this, you can consider creating multiple plans and spread the work across these plans, or you can exclude certain issues from the sources that you're connecting to your plan.

Absolute issue limit

The number of issues you can load into a plan.

The absolute issue limit is 5000.

Hierarchy issue limit

The number of issues that can be displayed per hierarchy level.

The hierarchy issue limit is 2000.

Project limit

The number of projects you can load into a plan.

The project limit is 100.

Team limit

The number of teams that you can access via shared team settings.

The team limit is 50.

If you have more than 50 teams, some teams won't be displayed directly in the shared team settings page.

To find teams that are not displaying, enter the team name in the search box.

Note that these limits do not apply to classic plans. For classic plans, see Limits.

プランの作成

Enter a name for your plan, and choose one of the plan privacy options:

No restrictions – every Portfolio for JIRA user will be able to access the plan

Private – only the creator of the plan has view and edit permissions

Note that if you select private, only you will be able to see or access the plan. The plan will not be viewable by any other users, including JIRA administrators and system administrators.

Connecting to the work of your teams

Select the sources that you'll be connecting to your new plan. We recommend that you use boards as your issue source, as when boards are chosen, and it's a Scrum board, then Portfolio for JIRA can use the velocity of the past few sprints to pre-fill the Team Velocity box. The team velocity box, in particular, assists in ensuring realistic calculation of the work.

Sources

説明

ボード

A board displays issues from one or more projects, giving you a flexible way of viewing, managing and reporting on work in progress. There are two types of boards in JIRA Software:

Scrum board — for teams that plan their work in sprints. More about ScrumKanban board — for teams that focus on managing and constraining their work-in-progress. More about Kanban

Project

A JIRA project is a collection of issues that is defined according to your organization's requirements. For example, it could be a software development project, a marketing campaign or a website enhancement request system.

フィルター

Your board's filter is a JIRA issue filter (a JQL query) that specifies which issues are included on your board. For example, your board may include issues from multiple projects, or from only one project, or from a particular component of a project. Only the administrator of a board or a person with the 'Portfolio for JIRA Administrators' global permission can configure a board's filter.

Select your estimation method.

If all of your issue sources are boards using story points, the estimation method is automatically set to story points.

次へ をクリックします。

Selecting relevant releases

Select the releases that you want to work with and click Next.

Defining your teams

You can accept the suggested teams, or you can customize them by following these steps:

Choose the agile method for the team:

Scrum — if your team is working in fixed iterations

Kanban — if your team is working in a continuous flow

Select the weekly capacity of your team.

「次へ」 をクリックします。

Note that you can delete a team by clicking more () > Delete.

Confirming the scope

You can refine the list of issues to be included in your plan. To remove any issues you don't want to include in your plan, clear the checkboxes for these issues, and click Next.